About the instructor

Course Curriculum

  • 1

    Profiles Overview

  • 2

    Application Settings

    • 2.0 Application Settings Overview (24:46)

    • 2.1 Account Overview (3:29)

    • 2.1 Contacts (13:19)

    • 2.3 Future (3:36)

    • 2.4 History (2:59)

    • 2.5 IATA Company Type (6:14)

    • 2.6 Incognito (6:02)

    • 2.7 Keyword (10:26)

    • 2.8 Privacy (6:51)

    • 2.9 Profile Add-On (4:31)

    • 2.10 Profile Notifications (9:41)

    • 2.11 Profile Requests (19:15)

    • 2.12 Profile Revenue Buckets (9:01)

    • 2.13 Relationships (25:56)

    • 2.15 Source Profiles (13:16)

    • 2.16 Stats & Info (9:26)

    • 2.17 VIP Levels (8:39)

    • 2.18 Client IDs (4:56)

    • 2.19 Sales Info (14:21)

    • 2.20 Profile Attachments (10:15)

  • 3

    Options Menu

    • 3.1 Changes (5:07)

    • 3.3 Profile Notes (19:59)

    • 3.4 Resync (5:32)

    • 3.5 Web User Account (8:33)

    • 3.6 Enhanced Options Menu (6:06)

    • 3.7 Memberships (34:23)

  • 4

    Screen Design

    • 4.1 Screen Design Overview

    • 4.2 Screen Painting (33:47)

    • 4.3 Screen and Button Defaults (12:30)

    • 4.4 Screen Popup Blockers (6:02)

    • 4.5 Menu & Screen Design (5:36)

    • 4.6 Protected Profiles (7:21)

    • 4.7 Profile More Fields (4:18)

  • 5

    Configuration

    • 5.1 Preferences (11:54)

    • 5.2 Language (15:45)

    • 5.3 Nationalities (7:50)

    • 5.4 Regions (7:25)

    • 5.5 Countries (12:28)

    • 5.6 Territories (7:27)

    • 5.7 States (8:21)

    • 5.8 Districts (4:41)

    • 5.9 Cities and Postal Codes (7:38)

    • 5.9.1 Geographical Custom Data (7:21)

    • 5.10 Titles and Advanced Titles (20:42)

    • 5.11 Communication Types (15:09)

    • 5.12 Address Types (13:17)

    • 5.13 Address Formats (13:16)

    • 5.14 Mailing Action Codes (4:50)

    • 5.15 Account Types (5:16)

    • 5.17 Business Segments (7:37)

    • 5.18 Inactive Reasons (10:38)

    • 5.19 Address Cleansing

    • 5.20 Document Scanning

    • 5.21 Default Confirmation Letter (9:44)

  • 6

    Match and Merge

    • 6.1 Profile Merging Overview

    • 6.2 Manual Profile Merging (10:25)

    • 6.3 Advanced Manual Merging (11:22)

    • 6.4 Merging Prompt with Duplicate Client ID

  • 7

    Reporting

    • 7.1 Standard Profile Reports

    • 7.2 Simple Report Writer (22:10)

    • 7.3 Setup an sFTP delivery method (4:57)

    • 7.4 Setup an Email delivery method (2:47)

    • 7.6 Report Scheduler (18:35)

    • 7.5 Sending a standard report by email (6:12)

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